See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,413 | $81,460+224.6% | $103,333+155.9% | $80,856+227.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.99% | 25.55%-13.6pp | 24.88%-12.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $7,507 | $3,105+141.8% | $3,868+94.1% | $2,755+172.5% |
| Participant deferral / active EE | $9,271 | $3,869+139.6% | $5,057+83.3% | $4,296+115.8% |
| Admin fee / account holder | $6,191 | $6,566-5.7% | $8,355-25.9% | $6,918-10.5% |